Customer Service Representative, Life Insurance
New York Life Insurance Company, Tampa, FL, United States
Location: Hybrid – 3 days per week.
Role Overview New York Life’s culture is rooted in over 175 years of commitment to employees, agents, policy owners, and the communities we serve. We provide an inclusive, caring organization with a legacy of stability and growth. As part of New York Life Direct, you’ll help revolutionize the life‑insurance experience for AARP members, making coverage accessible, affordable, and understandable for millions of Americans.
Hours of Operation Monday – Friday, 8:00 am – 8:00 pm. Full‑time; available for the following sample schedules: 11:00 am – 7:00 pm, 11:30 am – 7:30 pm, 12:30 pm – 8:00 pm.
What You’ll Do
Handle high volume of inbound customer and sales agent inquiries.
Communicate and educate on product features, benefits, and contract provision details.
Handle most customer interactions independently.
Explain information in functional area.
Maintain satisfactory level of key performance indicators according to departmental requirements.
What You’ll Bring
Associate’s degree or equivalent years of related experience.
Minimum 2 years of customer service and/or call‑center experience.
Accountable, ethical, with good decision‑making ability.
Problem‑solving skills and ability to assess and take appropriate action.
Strong verbal and written communication skills.
Excellent computer navigation skills and ability to multitask.
High school diploma or GED from an accredited school.
Bonus Points For These
Bachelor’s degree or equivalent years of related experience.
Bilingual – Spanish.
Prior experience within the insurance industry.
Training & Development Customer Service Representatives undergo a comprehensive paid hybrid training program—up to the first 16 weeks. Training runs 9 am – 5 pm EST, Monday and Friday remote and Tuesday‑Thursday on‑site. After training, the role transitions to full‑time work from home. All sales and service‑center training is mandatory with the objective of obtaining a Florida Life and Variable Annuities License (#214). Preferred candidates hold a current/active Florida Life and Variable Annuities License with continuing education completed within 90 days of hire. Unlicensed candidates are encouraged to apply.
Must live within 50 miles of our Tampa location at 8641 Henderson Rd, Tampa 33634.
Benefits/Perks And Amenities
Standard – Medical, Dental, Vision
Life Insurance, Short‑Term & Long‑Term Disability
Vacation, Holidays
Paid Training
401(k) with Company Match
Cash Value Pension Plan
Tuition Reimbursement
On‑site Gym & Cafeteria
Employee Discounts
Employee Resource Groups
Volunteer Opportunities
Casual Dress
Pay Transparency Salary Range: $35,000–$42,000. Overtime eligible: Nonexempt. Discretionary bonus eligible: Yes. Sales bonus eligible: No. Actual base salary will be determined based on factors such as experience, skills, qualifications, and job location, with potential incentive program participation.
Our Benefits We provide a full package of benefits—including leave programs, adoption assistance, and student loan repayment programs—to help you flourish inside and outside of work. For more information, please visit our benefits site.
Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We are committed to creating an environment where individuals can contribute their best and succeed together, rooted in humanity and integrity. We continuously refine and add benefits to support a modern workforce.
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Role Overview New York Life’s culture is rooted in over 175 years of commitment to employees, agents, policy owners, and the communities we serve. We provide an inclusive, caring organization with a legacy of stability and growth. As part of New York Life Direct, you’ll help revolutionize the life‑insurance experience for AARP members, making coverage accessible, affordable, and understandable for millions of Americans.
Hours of Operation Monday – Friday, 8:00 am – 8:00 pm. Full‑time; available for the following sample schedules: 11:00 am – 7:00 pm, 11:30 am – 7:30 pm, 12:30 pm – 8:00 pm.
What You’ll Do
Handle high volume of inbound customer and sales agent inquiries.
Communicate and educate on product features, benefits, and contract provision details.
Handle most customer interactions independently.
Explain information in functional area.
Maintain satisfactory level of key performance indicators according to departmental requirements.
What You’ll Bring
Associate’s degree or equivalent years of related experience.
Minimum 2 years of customer service and/or call‑center experience.
Accountable, ethical, with good decision‑making ability.
Problem‑solving skills and ability to assess and take appropriate action.
Strong verbal and written communication skills.
Excellent computer navigation skills and ability to multitask.
High school diploma or GED from an accredited school.
Bonus Points For These
Bachelor’s degree or equivalent years of related experience.
Bilingual – Spanish.
Prior experience within the insurance industry.
Training & Development Customer Service Representatives undergo a comprehensive paid hybrid training program—up to the first 16 weeks. Training runs 9 am – 5 pm EST, Monday and Friday remote and Tuesday‑Thursday on‑site. After training, the role transitions to full‑time work from home. All sales and service‑center training is mandatory with the objective of obtaining a Florida Life and Variable Annuities License (#214). Preferred candidates hold a current/active Florida Life and Variable Annuities License with continuing education completed within 90 days of hire. Unlicensed candidates are encouraged to apply.
Must live within 50 miles of our Tampa location at 8641 Henderson Rd, Tampa 33634.
Benefits/Perks And Amenities
Standard – Medical, Dental, Vision
Life Insurance, Short‑Term & Long‑Term Disability
Vacation, Holidays
Paid Training
401(k) with Company Match
Cash Value Pension Plan
Tuition Reimbursement
On‑site Gym & Cafeteria
Employee Discounts
Employee Resource Groups
Volunteer Opportunities
Casual Dress
Pay Transparency Salary Range: $35,000–$42,000. Overtime eligible: Nonexempt. Discretionary bonus eligible: Yes. Sales bonus eligible: No. Actual base salary will be determined based on factors such as experience, skills, qualifications, and job location, with potential incentive program participation.
Our Benefits We provide a full package of benefits—including leave programs, adoption assistance, and student loan repayment programs—to help you flourish inside and outside of work. For more information, please visit our benefits site.
Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We are committed to creating an environment where individuals can contribute their best and succeed together, rooted in humanity and integrity. We continuously refine and add benefits to support a modern workforce.
#J-18808-Ljbffr